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Admissions - Manage Agencies

Course overview

Discover how to capture agency information against an applicant record and learn how to create and manage agencies in the iSAMS database.

Audience

This course is designed for users who have at least Write access to the Admissions module.

Length

12 minutes.

Previous knowledge

Basic iSAMS navigation required. We suggest you complete the following courses before this one:
  1. iSAMS Quick Start: Welcome to iSAMS
  2. Admissions - Get Started
  3. Admissions - The Admissions Status List

Requirements

Although accessible on all devices this course works best on a desktop or laptop PC. A headset or speakers are recommended. 

Course contents

What are agencies

  • What are Agencies?
  • How Admissions and Agent Manager are linked

Configuration

  • Agencies & Schools Configuration

Capture Agency Information

  • Record Agency Information
  • Create and Manage an Agency

Report on Agencies

  • Search for Applicants Linked to an Agency

Report on Agencies

  • Search for Applicants Linked to an Agency

Report on Agencies

  • Search for Applicants Linked to an Agency

Private Contacts

  • Create an Agency as a Private Contact

What's included?

  • 2 videos
  • Detailed examples
  • Interactive elements
  • Trainer guidance

Record agency information within an applicants record

Create a new agency

Search for applicants linked to an agency

Meet the instructor

Alex Rowan

E-Learning Content Developer
As an Content Developer who joined iSAMS in 2021, Alex has contributed to the creation of high-quality, engaging content with iUniversity.

Away from work, Alex enjoys spending time with her family and two dogs, playing football, and travelling.